Groups - Create a group of records

1. You can create groups of records in different modules to retrieve later

This is useful when you have to keep returning to those same records and searching for them is not very straightforward.

2. Let's create a group of localities

In this example we are logged in as "Antropology Collections Manager". Open the "Localities" module in the "Locality 1" tab.

3. Enter "Colorado" in the "State/Prov" field

We are going to select random localities in Colorado to form our group.

4. Click the search icon to see the results

Or click CTRL+F to perform the search.

5. Click each record while holding CTRL

This will allow you to select any records desired.

6. Click "Tool" the upper toolbar

7. Click "Group", then "Selected Records"

This will open a new dialog.

8. Click "New..." to create a Group

9. Give your group a name and a description

Entering this information will allow you to find your group later, so make sure to give it meaningful descriptions.

Click "OK" to create your group. If there is a prompt to add the group to the lookup list, hit "Yes".

10. Click the checkbox next to your group name

The dialog should change to show you the group you just created in the previous step. Click the checkbox next to your group.

11. Click "Add"

To add the previously selected records to this group. An alert should pop up informing you that the records were added to your group.

You're done!